What to check before migrating to TuCalendi 3.0

Before migrating your account to TuCalendi 3.0, we recommend taking a few minutes to review where you are currently using your TuCalendi links, widgets, and public settings. The migration updates your account to the new version and consolidates the public infrastructure under the new meetfy.me domain.

This tutorial will help you check what elements you need to consider before starting the migration from your dashboard.

Why is it important to review your account before migrating?

The migration to TuCalendi 3.0 introduces a new domain structure and new features. This means that, after migrating, some public elements of your account will use new URLs or new integration codes.  

Before migrating, take a few minutes to check if you use booking links, widgets, surveys, or custom domains outside of TuCalendi. If you don’t use any of these elements, you likely won’t need to make any additional changes.

If you don’t have any published links or external integrations, the migration will likely be very straightforward. If you use TuCalendi on your website, in campaigns, in emails, or with a custom domain, you should review the following points before migrating.

1. Check where you have published your booking links

Before migrating, check if you’ve shared old booking links on other channels. After the migration, your public links will be associated with the new meetfy.me structure or your custom domain if your plan allows it.

Places where you might have links What to check
Website Buttons, contact links, menus, landing pages, or service pages.
Emails Email signatures, templates, autoresponders, or sent campaigns.
Social media Bio, pinned posts, automated messages, or featured links.
Marketing campaigns Ads, newsletters, automations, or landing pages.
Shared documents PDFs, sales proposals, presentations, or materials sent to clients.

You don’t need to change these links before migrating, but it’s important to know where they are so you can update them later.

2. Check if you have the widget embedded on your website

If you’ve added the TuCalendi widget to your website, after migrating you’ll need to review the new integration code available in TuCalendi 3.0. This is especially important if the widget appears on contact pages, service pages, private areas, or sales landing pages.

If you use the widget What to do before migrating
Widget embedded on your website Identify which pages it is installed on.
Widget added by a developer Notify the person or team that manages your website.
Widget used on multiple pages Make a list of the pages where you’ll need to update it.

After migrating, you can copy the new widget code from your TuCalendi 3.0 account and replace the old code.

3. Check if you use surveys with routing

If you use surveys to direct your clients to different types of meetings, check where they are shared or embedded. In TuCalendi 3.0, surveys are part of the new public infrastructure and will operate under the new meetfy.me domain.

Before migrating, it’s a good idea to check if your surveys are linked from your website, campaigns, emails, or any other external channel. This way, after migrating, you can update their links if necessary.

4. Check if you use a custom domain via CNAME

If you use a custom domain via CNAME, check which domain or subdomain you have configured and who can modify the DNS records if necessary. In TuCalendi 3.0, the use of custom domains is expanded to more public resources, so we recommend consulting the specific tutorial on CNAME before making any technical changes.

If you’re unsure whether you’re using CNAME or a custom domain, you can review your account settings or contact the support team before migrating.

5. Notify your team if multiple people use the account

If your TuCalendi account is used by multiple people, teams, or departments, it is advisable to inform them before performing the migration. This will help avoid confusion if new links appear or changes are made to the account’s public structure.

Checklist before migrating

Before starting the migration, you can use this quick checklist:

  • I know where my booking links are published.
  • I’ve checked whether I use the widget on my website.
  • I’ve checked if I have shared or embedded surveys.
  • I know if I use a custom domain via CNAME.
  • I’ve notified my team or the person who manages my website, if applicable.
  • I understand that after migrating, I will need to review my new links and codes.

Can I continue using TuCalendi before migrating?

Yes. You can continue using your current account until you decide to start the migration from the dashboard. We recommend reviewing the previous points first so that, after migrating, you know exactly which links, widgets, or settings you need to update.

What happens after migration?

After completing the migration, your account will be running on TuCalendi 3.0, and you’ll be able to use the new public infrastructure. In the following tutorials, we’ll explain how to perform the migration. 

Before migrating to TuCalendi 3.0, the most important step is to identify where you currently use your links, widgets, polls, and custom domains. The migration will be easier if you know which elements you’ll need to review afterward.

You don’t need to make all the changes before migrating, but it’s a good idea to have them identified so you can update them systematically once your account is on the new version.